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A Vision for Client Lifecycle Management: Connecting the Data

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A Vision for Client Lifecycle Management: Connecting the Data

In this paper Joe Dunphy, VP of Product Management at fenergo explores how Financial Institutions are spending more time, effort and money than is strictly necessary to manage regulatory data and documentation in compliance with a range of regulatory frameworks throughout the client lifecycle.

Fenergo suggests how data and technology integration is the key to keeping pace with regulatory demands and supporting the end-to-end management of the client lifecycle process.

About the Author

Joe has deep banking and regulatory knowledge and maintains the currency of knowledge in this ever-evolving industry by taking an active lead in Fenergo’s Client Advisory Boards and industry roundtables and forums.